Again I think most of the VM problems are local to some areas, i don't know what sort of percentage of their customers are in these problem areas I suspect it's probably small however, I do see some whining on tech forums but it tends to be from a bunch of people in one area, it eventually gets upgraded and it all dies down.
I don't see usage that is something that really heavily changes based on package speed, people who torrent a load of stuff are going to torrent that stuff irrelevant of their speed, the speed just decides over what period of time the network becomes congested, torrenting a 350mb TV episode on 100mbit for example is a burst download of about 30 seconds assuming full speed, it lowers the odds of that 30s clashing with someone elses download when you knock it through at much faster speeds.
This idea of usage increasing in direct proportion to available speed is a bit of a false idea, I think there will be some increase and we can't say exactly what that is but I suspect it's significantly less than the actual speed increase.
For example if you're on a 50mbit and you're downloading say 50Gb a month, then going to 100mbit isn't likely to cause you to now be download 100Gb per month. and the flipside which is I don't think people who download a lot, say 300gb per month are going to download any less if they're downgraded or capped they're still going to cause that throughput just over a longer period of time, instead of ragging out a 350 TV episode in 30s they'll simply do it over an hour or whatever it takes.
if they got half of their homes to get 100mbps they would be making 546 million a month. Sorry which part of VM is strapped for cash? they pay their debts of very wel - infact the upgrades is costing them 100 million.